Roth Financial Group, Merritt Island, Florida

Newsletters

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.